- TIAA (St. Louis, MO)
- …the investment management industry specifically within business development in the Alternative Investments space + FINRA Series 7 and Series 63 **Preferred ... investment management industry specifically within business development in the Alternative Investments space + Bachelor's degree, or equivalent; Masters, CFA… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …assuming this role will be responsible for representing the Raymond James Alternative Investment (AI) platform to financial advisors and clients, with ... face meetings with financial advisors to discuss opportunities available on the Alternative Investments platform and how those opportunities integrate within the… more
- Nuveen Investments (CO)
- The Advisor Consultant will manage a defined territory (set by geography and/or Advisor segmentation), performing external sales functions. The Advisor ... will partner closely with team members including Market Leaders, Advisor Consultants and Specialists and within the region. The...deep expertise across a comprehensive range of traditional and alternative investments through a wide array of… more
- Rapid Cycle Solutions (Herndon, VA)
- …Cloud Investment Multi-Cloud Management (CIMM) team as aCloud Engagement Advisor and Consultant . This critical position on a high-visibility contract ... Cloud Engagement Advisor and Consultant Herndon, VA Apply...logic and reasoning to identify strengths and weaknesses of alternative solutions, conclusions, or approaches to problems + Experience… more
- TIAA (San Francisco, CA)
- …Its affiliates offer deep expertise across a comprehensive range of traditional and alternative investments through a wide array of vehicles and customized ... current with portfolio & industry developments and masters all Nuveen Investments ' product and service solutions. **Key Responsibilities and Duties** + Proactively… more
- Commonwealth of Pennsylvania (PA)
- …manager relationships? Do you have investments experience and want to be a trusted advisor on a large investment team of more than 60 individuals? We are ... Analyst (CFA): 1 year per level passed + Chartered Alternative Investment Analyst (CAIA): 1 year +...at an investment bank, endowment, foundation, pension, investment consultant , or other allocator of capital.… more
- M&T Bank (Radnor, PA)
- …Community partners, Wealth/WISD and Mortgage to deliver advice-based solutions and alternative investment and insurance solutions catered to the individualized ... **Overview:** Serves as an advisor to provide an advice-based approach to financial...of smaller, less complex accounts. Solicits new and existing investments and insurance solutions from mass affluent customer segment,… more
- M&T Bank (Lancaster, PA)
- …Community partners, Wealth/WISD and Mortgage to deliver advice-based solutions and alternative investment and insurance solutions catered to the individualized ... **Overview:** Serves as an advisor to provide an advice-based approach to financial...assigned book of business. Actively solicits new and existing investments and insurance solutions from mass affluent customer segment,… more
- M&T Bank (Fairfield, CT)
- …Community partners, Wealth/WISD and Mortgage to deliver advice-based solutions and alternative investment and insurance solutions catered to the individualized ... Community partners, Wealth/WISD and Mortgage to deliver advice-based solutions and alternative investment and insurance solutions across the Wealth continuum… more
- Ascension Health (St. Louis, MO)
- …all portfolios and participants. + Coordination of data between custodian bank, investment consultant , and investment managers. Primary user-support contact ... **Details** + **Department:** Ascension Investment Management (AIM) + **Schedule:** 8-hour day shift, Monday-Friday + **Location:** St. Louis, MO (remote with… more
- Huntington National Bank (Boston, MA)
- Description Capstone Partners ("Capstone") is one of the largest and most active investment banking firms in the US For over 20 years, Capstone has been a trusted ... advisor to leading middle market companies, offering a fully integrated range of investment banking and financial advisory services uniquely tailored to help… more
- TIAA (Denver, CO)
- **Wealth Distribution Internal Advisor Consultant ** The Wealth Distribution Internal Advisor Consultant proactively builds business partnerships with ... defined geographic territory. This job partners closely with the Advisor Consultant to maintain current client assets,...deep expertise across a comprehensive range of traditional and alternative investments through a wide array of… more
- Deloitte (Columbus, OH)
- … investment managers, broker-dealers, banks, insurance companies, mutual funds, investment partnerships, hedge funds, private equity, alternative products, ... an exciting opportunity for you as a Senior Tax Consultant on our growing team! Recruiting for this role...taxation to provide tax compliance and consulting services to investment management clients. You will identify complex tax issues… more
- AECOM (Phoenix, AZ)
- …has never been a better time to be at AECOM. With accelerating infrastructure investment worldwide, our services are in great demand. We invite you to bring your ... to winning and executing major projects, including projects completed using alternative delivery approaches. The position also requires the ability to lead… more
- AECOM (Tucson, AZ)
- …has never been a better time to be at AECOM. With accelerating infrastructure investment worldwide, our services are in great demand. We invite you to bring your ... to managing ADOT projects through construction, including projects completed using alternative delivery approaches. The position also requires the ability to lead… more
- AECOM (Houston, TX)
- …has never been a better time to be at AECOM. With accelerating infrastructure investment worldwide, our services are in great demand. We invite you to bring your ... and other related plans. + Act as a visible leader and trusted advisor to clients, both internally and externally, while championing AECOM's values. Facilitate the… more
- ServiceNow, Inc. (Chicago, IL)
- …capabilities. The role would need to engage closely with the Solution Consultant (+Enterprise Architecture and Inspire when present) assigned to a customer to ... Technologies. + Develop deep personal relationships with clients and be a 'trusted advisor '. + Engage with Services Account Executives and SW sales teams to craft… more